TN 3 (12-89)

RS 00620.200 Recomputation - After 1/2/68

A. LIFE CASES

Automatic Recomputation

a. Eligibility Requirements

Entitled to RIB or DIB and has earnings in some amount in a year after 1965. (Can be used with respect to 1966 and 1967 if this earnings requirement is met.)

b. Application

None

c. First Month of Retroactivity

January of year following latest year considered in computation (is January of year following last base year).

d. PIA Determination

  • Compute PIA under 1965 new start of 1967 Simplified Old Start (or 1965 Old Start, if use of 1967 method is precluded).

  • Include as base year the year following the most recent base year used in previous computation (this may not apply in certain cases where a disability exclusion is involved).

B. DEATH CASES

1. Automatic Recomputation

a. Eligibility Requirements

Survivor entitled to monthly benefits or LS on the basis of death of entitled NH after 1965 and NH had earnings in some amount in the year after 1965. (Can be used with respect to 1966 and 1967 if this earnings requirement is met.)

b. Application

None

c. First Month of Retroactivity

  • Month of death or if later, first month of survivor's entitlement.

  • Applies to LS.

d. PIA Determination

2. Summary Recomputation

a. Eligibility Requirements

Entitled male NH dies after 1/2/68 and before the month he would have attained age 65.

b. Application

None

c. First Month of Retroactivity

Same as RS 00620.200B.1.c.

d. PIA Determination

Same as RS 00620.200B.1.d.

3. Automatic Reduction Factor Adjustment After 7/61

a. Eligibility Requirements

At least one crediting event before age 65 (before age 62 for widow or widowers).

Credit:

  • Any month claimant did not receive reduced benefit.

  • Any month wife received B2 benefits.

  • Any months widow's or surviving divorced wife's reduced benefit raised to amount it would be if entitled to mother's benefit.

b. Application

None

c. Computation

Apply reduction factor adjustment to benefit effective with month of attainment of age 65, for RIB or spouse's benefits, and age 62, for widow's, surviving divorced wife's or widower's benefits.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0300620200
RS 00620.200 - Recomputation - After 1/2/68 - 07/19/2002
Batch run: 01/27/2009
Rev:07/19/2002